Autosoft has made several enhancements to its Sales and F&I product to allow for easy access to functionality, reduce the risk of deal errors, and improve system security. We've also introduced fleet vehicle functionality that will allow you to easily flag fleet deals, duplicate deals, and control fleet vehicle reporting in the Deal Snapshot. We've detailed these enhancements below.
Sales Date change alert and Update Purchase Date Alert setting added
Benefit: Ensure a deal's purchase date matches the current date to avoid any errors resulting from inconsistent purchase dates.
Details: You may start and desk a deal on a different date than you deliver the vehicle, in which case, the Purchase Date field will retain the date you began the deal.
For this reason, we've added an Update Purchase Date Alert setting to the Preferences page in individual users' profiles. To access it, click your user icon in the upper-right corner of the main navigation frame and select Preferences. You'll find the new Update Purchase Date Alert toggle is in the Sales card on your Preferences page.
Clicking the toggle to Yes ensures you will be warned upon opening a deal with a Working status in which the Purchase Date and current date do not match. You will not be warned if you select No (the default setting) on the Update Purchase Date Alert toggle. Be sure to click Save to save the changes you make on this page.
When you open a working deal with a Purchase Date that doesn't match the current date, the alert banner will open at the top of the screen. You can select to simply clear the alert by clicking the gray X in the upper-right corner of the alert banner and either take no action or manually update the date, or you can click the Update button on the banner to automatically update the Purchase Date field to the current date.
Sales Differing Buyer and Deal state alert warning added for active deals
Benefit: Prevent taxing and fee errors on deals in which the buyer state and deal state differ.
Details: Normally, when you start a deal, the Desking screen's State field populates with your dealership's state. However, if you begin a deal from a customer record and that buyer lives in a different state than your dealership, the State field will be populated with the buyer's state of residence.
In some instances, a customer's address may change after a deal has been created. When you open any active deals in which that customer is listed as the buyer, a yellow alert banner will appear at the top of the screen, warning you that the buyer's state and deal state do not match. The alert will remind you to verify that the taxes and fees for the deal are correct. Click the gray X in the upper-right of the banner to dismiss the alert.
Sales Fleet functionality added
Benefit: Save time and avoid repetitive data entry with three enhancements designed to make dealing with fleet vehicles simple.
Details: We've added several features to help you quickly and easily flag fleet deals, duplicate deals, and control whether fleet vehicle deals are included in reports.
Flagging a Fleet Deal
You can use the Fleet toggle in a deal's Desking screen to mark a fleet deal. This will allow you to filter deal searches for fleet vehicles and choose if fleet deals are included in or excluded from reporting.
To flag a fleet deal, click the Fleet toggle in the left column of the deal's Desking page. When the toggle's background is blue, the deal is flagged as a fleet deal.
You can easily duplicate deals in the "Working" state. This allows you to quickly desk multiple fleet vehicles with fewer keystrokes. This functionality can also be helpful when you're offering a promotion on a set of vehicles with a standard set of equipment and features. You can create one deal and copy it for each of the vehicles on offer.
When you copy a deal, you can select to duplicate the buyer and trade. You can use the Vehicle drop-down menu to select a different vehicle for each of the copied deals. Each copied deal opens in a separate browser tab for easy access. For fleet vehicles, duplicating the buyer and trade can save you time and avoid repetitive data entry when desking deals for multiple vehicles. When duplicating deals for promotions, create a single deal with the criteria stated in the promotion. You can then select a different vehicle for each copied deal and select not to duplicate the buyer and trade. This will set up the same deal structure for each of the vehicles, and all you'll have to do is click on the deal vehicle's browser tab and add the buyer and trade information.
To use this feature:
Step 1. Desk a deal, but DO NOT FINISH it. A buyer does not have to be selected prior to duplicating the deal. If you're copying the deal for fleet purposes, be sure to click the Fleet toggle in the left column of the Desking screen to flag the deal as a fleet deal.
Step 2. Click the Duplicate Deal button at the top of the screen.
Step 3. The Duplicate Deal modal will open. Click the blue + button to copy the deal. You can make up to 10 copies.
Step 4. Select the vehicle for each copy using the Vehicle drop-down menu. By default, the source deal's vehicle will be selected for each duplicated deal. Using the same vehicle for every duplicated deal is permissible. You can also select a different vehicle for each duplicated deal or choose to clear the field.
Step 5. By default, the Duplicate Buyer toggle will be in the "On" position (signified by a blue background). Clicking the toggle will move it to the "Off" position.
Step 6. By default, the Duplicate Trade toggle will be in the "Off" position (signified by a gray background). Click the toggle to "On" (blue background) if necessary.
Step 7. Continue to add duplicates by repeating steps 3 through 6. When you're done, click Duplicate Deal.
Each duplicated deal will open in a new browser tab for easy access. The duplicated deals will contain identical information from the source deal. Once the deals are duplicated, there is no other tie to the source deal, and all deals can be changed independently.
Excluding Fleet Vehicles from the Deal Snapshot
An Exclude Fleet toggle has been added to the Deal Snapshot in the Sales Search screen's Sales Graphs. This toggle allows you to control whether deals flagged as fleet vehicles are included in the Deal Snapshot's month-to-date figures.
When the Exclude Fleet toggle is in the "Off" position (indicated by a gray background), fleet vehicles are included in the month-to-date count of vehicles sold, penetration percentage, totals, and averages.
When the Exclude Fleet toggle is in the "On" position (indicated by a blue background), fleet vehicles are excluded from the month-to-date count of vehicles sold, penetration percentage, totals, and averages.
|Important: Reports can be customized to filter based on fleet flags. If you have reports on which you'd like to enable fleet-based filtering, please make a request to Autosoft's Customer Success Center at 800.473.4630.|
System-wide Password expiration reminder added
Benefit: Don't be caught off guard when your password expires. Receive an alert every day for three days prior to your current password's expiration. Ignore if you like or change your password right away.
Details: We've added a pop-up reminder to alert you when your password is about to expire. The reminder will first pop up when you log in to the system three days prior to your password's expiration. You can click Change Password to advance to the Account page of your user profile, where you'll reset your password (see the Knowledge Base article, "Changing Your Password," for step-by-step directions), or Continue to dismiss the message until the next day. The message will pop up upon log in once a day for three days. If you dismiss the message for three days, when you attempt to log in on the fourth day, you'll be notified that your password has expired.
|Note: If you have not logged in for the three days prior to your password's scheduled expiration, when you next log in, you'll be notified that it has expired.|
System-wide Actions drop-down menu replaced with individual buttons in page headers
Benefit: Reduce the number of clicks necessary to perform various actions within the Customer, Sales, Vehicle, and Setup applications.
Details: We've replaced the Actions drop-down menus in Vehicle and Customer records, Deal screens, and some Sales-related Setup screens with individual buttons that allow you to click once for the desired action.
While in any deal, the Actions drop-down menu has been replaced by three individual buttons: Duplicate Deal, Edit Deal Information, and Change Deal Status. The actions associated with these buttons are self-explanatory. However, the Change Deal Status button opens a drop-down menu of options based on the deal's current status:
For a quote, the Change Deal Status menu offers the option to delete the quote.
For a deal in the working stage, you can select to mark the deal as sold or lost or to delete the deal.
For a deal in the sold stage, you can use the menu to finish the deal or roll it back to Finance.
For finished deals, you can use the Change Deal Status menu to edit the finished deal or unwind it. These options are available based on user security settings.
You can access a new set of buttons in place of the Actions drop-down menu within customer records. Use the New Deal button to begin a new deal using the customer as the buyer and the option to use any associated vehicles as the trade. The Merge Individual button allows you to merge two or more customer records that may have been created for the same customer. Click the Set Inactive/Set Active button to mark a customer as "Inactive" or "Active" (based on their current status), thereby omitting the customer from or including the customer in any customer searches.
While working in a vehicle record, the Actions drop-down menu has been replaced by two different sets of buttons based on whether the vehicle is an inventory vehicle or a customer vehicle.
For inventory vehicles, the available buttons are New Deal, Display Customer View/Display Dealer View, Edit Images, and Delete Vehicle. Use the New Deal button to start a deal using the vehicle as the selling vehicle. Start a deal for the inventory vehicle using the New Deal button. Omit the Pricing card of the record's Overview page by clicking Display Customer View (The Display Dealer View button will take its place if you click it.). Use the Delete Vehicle button to remove the vehicle from your inventory.
In a customer vehicle record, the Actions options menu has been replaced by the New Deal, Add to Inventory, Edit Images, and Delete Vehicle buttons. Use the New Deal button to start a new deal using the customer vehicle as the trade vehicle (You can also select the customer as the buyer.). You can add the customer vehicle to inventory using the Add to Inventory button. If you've added images to the customer vehicle record or wish to add or edit the vehicle images, click Edit Images. To remove the customer vehicle record altogether, click Delete Image.
Bank, Coverage Provider, and Credit Insurance Records
In the Sales section of Setup, when you open a bank record, coverage provider record, or a credit insurance record, you'll find that the Actions drop-down options menu has been replaced by a single button: Set Inactive/Set Active. Use this button to mark the bank, coverage provider, or credit insurance provider as "Active" or "Inactive." An inactive item will be omitted from search lists unless the Show Inactive toggle is turned on. They also will not be available as options when selecting a bank, coverage provider, or credit insurance provider in a deal.
The Actions drop-down menu in an employee record (accessible in the Employee area of Setup) has been replaced by the View as Customer and Set Inactive/Set Active buttons. Click the View as Customer button to view the employee's customer record. Use the Set Inactive/Set Active button to mark the employee active/inactive.